See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,071 | $101,724-34.1% | $164,813-59.3% | $80,856-17.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.11% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,132 | $2,953-27.8% | $4,341-50.9% | $2,755-22.6% |
| Participant deferral / active EE | $6,125 | $4,477+36.8% | $6,031+1.5% | $4,296+42.6% |
| Admin fee / account holder | $9,656 | $8,227+17.4% | $12,690-23.9% | $6,918+39.6% |